+955.2%
APH vs AMKR
+227.2%
+728.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.5% |
| 7D | -5.0% | -8.4% | +3.3% | -2.5% |
| 30D | -8.4% | -29.8% | +21.5% | +1.5% |
| 3M | -4.5% | -34.7% | +30.2% | +7.3% |
| 6M | +25.3% | -54.9% | +80.1% | +52.7% |
| YTD | +18.9% | -12.3% | +31.2% | +16.4% |
| 1Y | +11.9% | -1.4% | +13.4% | +5.4% |
| 3Y | +278.0% | +51.1% | +226.9% | +199.1% |
| 5Y | +306.4% | +62.6% | +243.8% | +202.5% |
| 10Y | +955.2% | +233.1% | +722.1% | +465.9% |
| All | +955.2% | +227.2% | +728.0% | +465.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling